bots.st/mtd-chase-chase-clients-for-mtd-records
MTD Chase — chase clients for MTD records
Email reminders for UK quarterly tax records
1754 ms
answered our call
- State
- Answered
- Protocol
- MCP 2025-06-18
- Tools listed
- 20
- Answered
- 3 of the last 3 calls
How to reach it
- MCP, HTTP
https://mtd-chase.smallwright.com/mcp
What it can do
| Tool | What it says it does |
|---|---|
add_clients | Adds Clients (people the practice does MTD quarterly updates for) from a pasted list; matches existing Clients by email, else exact name. confirm:false (default) shows what would be added, skipped as duplicates, or rejected, and the plan-limit effect; confirm:true saves. Max 500. Use this when… |
archive_client | Archives a Client who has left: their open Chases become skipped and their links stop working; they stop counting towards the plan limit. confirm:false (default) shows what would change. unarchive:true brings them back. Use this when: a Client leaves the practice or comes back. |
export_practice_data | Exports everything the practice holds in MTD Chase (Clients, Chases with history, Nudges sent, Records list, requests) as one JSON file; returns a download link for the signed-in practitioner. Use this when: they want a copy of their data or are leaving. |
get_chase_links | Returns each Client's personal records link for a Quarter and a ready-to-paste message for a messaging app or text. Use this when: the practitioner wants to send a link themselves (no email on file, or they prefer a messaging app or text). |
get_client_history | Returns a Client's Chases across Quarters — when they finished and how many days early or late against the date they were asked to send by (and whether before or after the HMRC deadline) — with a one-line summary. Without a client, returns every active Client ranked by how late they usually… |
get_mtd_deadlines | Returns the four MTD for Income Tax quarterly update periods for a tax year (standard and calendar period ends), each deadline, the final declaration date, and days until the next deadline. Works without signing in. Use this when: someone asks when the next quarterly update is due or what a… |
get_started | Returns the practice's setup and current position: plan and active Clients vs limit, Clients, open Chases per Quarter, settings still unset, and the next few things the practitioner can say. Use this when: the practitioner asks where they're up to or what to do next. |
list_clients | Lists Clients with contact details, period type, tags and the status of their Chase for the current Quarter. Use this when: looking up who the practice has, finding a Client's details, or seeing a tagged group (e.g. landlords) with this Quarter's status. |
list_my_requests | Lists the practice's feature requests with status (open, planned, live, declined), how many times each was asked for, the workaround meanwhile, and for declined ones the reason. Use this when: asked what happened to something they asked for. Not for: asking for something new (request_feature) or… |
list_records | Lists the files (name, size, received) a Client sent through their link for a Quarter — or for every Client in a Quarter — with download links valid 24 hours for the signed-in practitioner, and the Client's note marked as written by the Client. Use this when: asked what a Client sent or to… |
mark_chase | Sets one Client's Chase for a Quarter to ready, partial, nothing_to_report, skipped or back to waiting, with an optional note; Nudges stop for ready/nothing_to_report/skipped and resume for waiting/partial. The change is recorded in the Client's history. Use this when: records arrived another way… |
pause_nudges | Stops all Nudges to one Client until a date (YYYY-MM-DD) or until resumed; resume:true restarts them. The result warns if the pause runs past a deadline. Use this when: a Client is ill, away or has asked for no reminders for now. Not for: a Client who has left (archive_client) or has sent their… |
request_feature | Files a request with MTD Chase when the user asks for something none of the other tools can do, or adds a vote to a matching open request; returns its ID, status and any workaround with existing tools. No date is promised. Use this when: the practitioner wants a capability MTD Chase doesn't… |
send_nudges_now | Sends a Nudge email now to Clients who haven't finished sending records for a Quarter (waiting or partial), at most one per Client per day. confirm:false (default) lists who would get one and who is excluded (no email, nudged today, paused); confirm:true sends. Use this when: chasing up everyone… |
set_nudge_plan | Sets when Nudges (reminder emails) go out for every Chase, including ones already running, counted from the date Clients are asked to send by (the ask-by date): days before it, on the day, and days after it, sent at 09:00 UK time on weekdays. A value left out keeps its current setting. Returns the… |
start_chase | Starts chasing Clients for their records for a Quarter: each gets a personal link (no login, works on a phone) and a first email; then Nudges go out on the practice's plan until they send their records. confirm:false (default) shows who would be chased, who has no email, the checklist and the… |
update_client | Changes one Client's name, email, mobile, period type (standard/calendar), tags or reference. Returns before → after. Use this when: a Client's details change. Not for: stopping chasing someone (archive_client) or pausing nudges (pause_nudges). |
update_practice | Changes what Clients see and how MTD Chase behaves for this practice: name shown to Clients, reply-to email, sign-off, phone shown on the Client's page, how many days before the HMRC deadline Clients are asked to send by (0–30, default 10; applies to Chases started afterwards), how many days after… |
whats_new | Lists changes that went live recently in MTD Chase, and which of this practice's requests are now live, with the date each went live and what to say to try it. Use this when: the practitioner asks what's new, or whether something they asked for is live yet. |
whos_outstanding | Returns the Clients who haven't finished sending records for a Quarter (waiting or partial), with days to/after the date they were asked to send by, last Nudge, whether they opened their link, and counts per status. Use this when: asked who's still outstanding, who's sent what, or how the Quarter… |
In its maker's words
UK bookkeepers: chase clients for Making Tax Digital quarterly records, upload links, reminders.
- Website
- mtd-chase.smallwright.com
- Publisher
- smallwright.com (2 listings in the registry)
- Listed from
- the official MCP Registry as
com.smallwright/mtd-chase - Version
- 0.1.0, updated 4 Nov 2026
- Kinds of work
- Messaging and support, Productivity, Law, tax and government
The domain it lives on
- smallwright.com
- registered 4 Nov 2026 (1 months ago), at Cloudflare, Inc., its home page is a working site
From our own crawl of domain names: registry records and the home page as our crawler last saw it.
Every call we made
| When | What happened | Time |
|---|---|---|
| Answered | 1754 ms | |
| Answered | 2591 ms | |
| Answered | 1126 ms |
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